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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES INC. Service code 49 PO BOX 2208 · WACO, TX 76703 | Other Services | $0 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,452 | $65,125+89.6% | $143,797-14.1% | $66,949+84.4% |
| Participation rate | 62.9% | 65.2%-2.3pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -24.44% | -11.13%-13.3pp | -0.04%-24.4pp | 1.57%-26.0pp |
| Employer contribution / active EE | $2,244 | $2,362-5.0% | $4,952-54.7% | $2,545-11.8% |
| Participant deferral / active EE | $4,424 | $2,920+51.5% | $5,638-21.5% | $4,239+4.4% |
| Admin fee / account holder | $45 | $503-91.0% | $14,679-99.7% | $594-92.3% |